Payments & Invoicing
Integrate your Stripe or Paypal account to activate the power of invoicing. You can create, track, and send invoices right in the Premier Wizard dashboard. With customizable terms and agreements you can give your customers the best experience possible.
The Ultimate Done For You Tax Business Automator CRM & Software
PayPal / Stripe Integration
Don’t bother with the hassle of a big merchant processor, just integrate with Stripe in a few easy steps after creating your Stripe account. They compete with the best rates for payment processors. PayPal is also a great option for accepting payments and gives your clients an alternative way to pay.
Invoicing
Send and receive payment through invoicing. You can create an invoice for work your tax office has done and email or text it directly to your client. Because you already have their contact in your system it will remember them and keep a history of what they’ve purchased in the past.
Build a Checkout Page
Funnels and websites are growing in popularity over the traditional brick and mortar. Adding strong checkout pages where clients can purchase products from your business strengthens your business’ ability to generate profit.
Who Is This Business Training For?
The idea of offering services in the financial space - especially tax preparation services - can be intimidating for people with no background or experience.
But the truth is, you don’t need to have a degree to offer this service, nor do you need years of experience.
And that’s why I’ve designed this training program to work for almost everyone, regardless of prior experience, knowledge, and skills by teaching what you need to know to build your business from scratch, in a comprehensive, step-by-step, and easy-to-follow structure.
This program is made for:
People wanting to achieve financial freedom - for themselves and for their families - by building and growing their own business.
People with zero business experience - regardless of the industry - and looking to change the trajectory of their financial life.
People looking for a way to create their own wealth and leave their 9-5 jobs, and to become their own boss.
People who want to take back control of their time and energy, and be able to decide how to live their lives, without being at the mercy of their employers.
Premier Wizard
Supporting Tax Professionals Success Through Our All-Inclusive Sales & Marketing Platform
At Premier Wizard, we are dedicated to supporting the success of tax professionals through our all-inclusive sales and marketing platform. Our comprehensive solution is designed to streamline your practice's growth by offering a suite of powerful tools and resources tailored to your unique needs. From advanced lead generation techniques and personalized marketing strategies to client management solutions and performance analytics
Premier Tax Pro University’s Tax Business Growth and Done-For-You Business Automator
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Let’s talk about what Premier Wizard can do for your business.
Email: [email protected]
Phone Number : 786.730.8100
Address :8440 NW 27th Avenue #112 Miami, FL 33147